Vijit Sharma Email and Phone Number
Motivated Area Manager who demonstrates knowledge of Wealth Management Industry with best practices and operations. Proven skills in enhancing productivity, efficiency and bottom-line profits with forward-thinking leadership. Bringing 3 years of experience in field and ready to take on challenging, growth-oriented role.In April 2017, I completed my PGDM studies. And later I had obtained Certification from NISM, IRDA & FLIP. This has given me a range of practical capabilities that will meet the needs of this role. While completing my PGDM studies I had worked as a Customer Service Assistant for Capital First Private Ltd for my Internship program. My responsibilities in this role included providing face-to-face customer service, acquisitive the knowledge of consumer durable and loan. After completing my studies, I had worked as Senior Relationship Manager at ICICI Securities Ltd, Jodhpur for 1 year and as Area Manager at Motilal Oswal Financial Services Ltd, Indore for 2 years (still continue). This position has given me key employ-ability skills, while also allowing me to experience working in a professional and fast-paced work environment.With regard to my ability to meet the specific requirements:• Client/Customer Service – Handling Client/ customer query related the AMC products through B2B sales. • Designing Client portfolio • Awareness/Training & Development program – conducting Investment Awareness program for Client and franchisee partner.
Iifl Capital Services Limited
View- Website:
- iiflcapital.com
- Employees:
- 2040
-
Senior Manager - Franchisee And Distribution BusinessIifl Capital Services LimitedMadhya Pradesh, India -
Senior Manager - Franchisee & Distribution BusinessIifl Securities Sep 2020 - PresentIndore, Madhya Pradesh, India -
Area ManagerMotilal Oswal Financial Services Ltd Jun 2018 - Sep 2020Indore, Madhya Pradesh, Indiao Handling B2B sales - Investment Products for whole MP through franchiseso Sales of Asset Management Products like PMS, AIF, Private Equity, Mutual Fund, etc. along with Life Insurance & Health Insurance distribution o Managing HNI’s, U-HNI’s & NRI’s clientso Conducting Investment awareness program for clients & franchisee partnero Conducting Training & Development program for franchisee partner teamo Acquisition of IP franchisee for selling of AMCs productso Generating a large revenue from the franchisee -
Senior Relationship ManagerIcici Securities Jun 2017 - Jun 2018Jodhpur Area, Indiao Working as wealth manager, Sales and revenue generationo Designing of client portfolio – Sales pitcho Acquiring HNI’s & U-HNI’s cliento Relationship buildingo Handling and Selling of Mutual fund, D-Mat A/c, Life Insurance, Health Insurance & PMSo Conducting Investment awareness program for clients o Cross selling of broking and advisory products -
Summer InternCapital First Limited May 2016 - Jun 2016Indore Area, Indiao Analysis of the Consumer Durable Marketo Marketing and Selling of Consumer Durable Goodso Credit Appraisalo Analysis and Importance of KYC documents and CIBIL Ratingo Knowledge of consumer durable loan o Handling customer query
Vijit Sharma Education Details
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Finance And Marketing -
Computer Application -
Bharti Gyanpeeth High Secondary School,Ujjain,(M.P.)Business/Commerce, General -
Kalidas Montessori High Secondary SchoolSecondary Schooling
Frequently Asked Questions about Vijit Sharma
What company does Vijit Sharma work for?
Vijit Sharma works for Iifl Capital Services Limited
What is Vijit Sharma's role at the current company?
Vijit Sharma's current role is Senior MANAGER - FRANCHISEE and DISTRIBUTION BUSINESS.
What schools did Vijit Sharma attend?
Vijit Sharma attended Jaipuria Institute Of Management, Lokmanya Tilak College Of Education, Ujjain, Bharti Gyanpeeth High Secondary School,ujjain,(M.p.), Kalidas Montessori High Secondary School.
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